What the business is, and whether it's a good one at a fair price.
Distributes and advises on financial products for Indian households, earning advisory fees on assets it manages and distribution commissions on products it places. Total assets under advice stood at ₹1,06,300 crore as of Q1 FY27, served by 417 relationship managers across 13,941 client families, with ₹2,743 crore of net inflows added that quarter. The mutual fund distribution franchise held 2.47% of Category II (equity-oriented) net flows in FY26, up from 0.18% in FY19-20, and the firm also places market-linked debentures (₹2,187 crore of primary issuances in Q1 FY27, up 8% YoY, plus ₹968 crore of secondary trades). Two technology-led extensions sit alongside the core advisory: a B2B2C 'Digital Wealth' arm with ₹2,526 crore of AUM and 7,320 clients, and an 'OFA' SaaS platform with 6,890 subscribers sitting on ₹1.66 lakh crore of platform assets. Backward-integration steps in motion include a SEBI mutual fund sponsor application, a newly commenced UK subsidiary, and an in-principle GIFT City fund-management entity approval. The cost base is dominated by people — employee costs run at 46.1% of revenue — making the model light on capital (capex 1.2% of revenue) but dependent on retaining relationship managers; client attrition in Q1 FY27 was 0.09% of AUM lost and reported RM attrition was zero.
Measured from the filed financials, judged against its Capital Markets peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
How does it stack up on valuation, returns and growth?
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Who owns it — and is the promoter stake clean?
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Answered from ANAND RATHI WEALTH LTD's filed financials and exchange disclosures
ANAND RATHI WEALTH LTD is a Capital Markets company listed on NSE and BSE, trading under the symbol ANANDRATHI.
Yes. Over the trailing twelve months ANAND RATHI WEALTH LTD reported a net profit of ₹467 Cr on revenue of ₹1,197 Cr.
Yes. The dividend yield is 0.29% at the current price. It paid out 27% of its profit as dividend in FY26.
Effectively yes. It holds ₹224 Cr more cash than debt. Debt stands at 0.02× equity.
On trailing P/E, ANAND RATHI WEALTH LTD ranks 54 of 62 in Capital Markets — cheaper than 13% of them, against an industry median of 20.3×. This is a position, not a valuation judgement.
On a typical session ANAND RATHI WEALTH LTD moves 0.71% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by ANAND RATHI WEALTH LTD appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
